Managers of Wealth

Former 3M boss appointed to advise Rothschild

“I’ve dealt with Rothschilds over the years and have found them to be a wonderfully honourable bank.

Deutsche PWM intermediaries head to retire

He plans to retire by the end of the year and will work closely with his successor Robinson over the next month to ensure a smooth transition.

U.S. Bank ramps up Florida HNW business

U.S. Bank is ramping up its high-net-worth wealth management business in Florida with the addition of three industry veterans to the Private Client Reserve in Palm Beach and Naples.

I lost job for not being a Muslim, claims banker

A British boss lost his six-figure salary job at a Kuwati-owned investment bank because he wasn't a Muslim, a tribunal heard.

The £94k RBS banker sacked for spree on company card

The tribunal heard that he used the company card to pay for a flight in Russia, a hotel in Egypt, £900 in taxi fares and hundreds of pounds worth of meals and nightclub bills.

UBS Hires $1 Billion Adviser Team From Merrill Lynch

The Anning Group's Robert D.H. Anning, John H. Anning and Tollie Chavis have joined UBS Wealth Management Americas in Cincinnati, according to the firm.

State Street CFO to Retire in 2013

State Street Corporation has announced that Executive Vice President and Chief Financial Officer, Edward J. Resch, 60, has informed the company of his plan to retire in 2013, after more than a decade in the role, following the appointment of his successor

Signia Wealth swoops on rival to hire right hand man to founder

He had been at Schroders for more than a decade as part of a career that includes a stint in a senior role at Rothschild.

UBS poaches BNY Mellon investment solutions head

He joined from BNY Mellon where he worked as head of investment solutions for two years from June 2010.

StanChart hires former HSBC Private Bank Exec

He comes in to fill a role vacated by Stephen Richards Evans

Credit Suisse Managing Director Said to Have Left

Credit Suisse press officer Victoria Harmon declined to comment in a phone interview

Brown Advisory boosts London fund team

She joins Brown Advisory from BNY Mellon Wealth Management in Boston, United States, where she was responsible for advising U.S. based high net worth families, charities, endowments and foundations.

Psigma hires Williams de Broë compliance boss

She has 20 years’ financial services experience and joints from Williams de Broë where she was head of compliance.

Marcus Agius could return to Barclays as consultant

Marcus Agius, the former Barclays chairman who resigned amid the Libor-fixing scandal, may be kept on by the bank in a consultancy role, it was reported.

Morgan Stanley Creates Middle-Market Fixed-Income Sales Group

The group will consist of 50 to 75 salespeople, Eric Benedict, head of capital markets for Morgan Stanley Wealth Management, said yesterday in an interview.

New head of wealth advice at Perpetual

He will be based at Perpetual's Angel Place offices in Sydney and become part of the company's Executive Leadership Team, reporting directly to CEO Geoff Lloyd.

SG Private Banking strengthens presence in Middle East and Africa

Societe Generale Private Banking has made the following appointments, which will strengthen the commercial structure it has developed to serve wealthy Middle East and African clients:

Natixis Global Asset Management Expands UK team

These appointments are part of a continued expansion of NGAM’s UK Wholesale and Retail team, led by Ed Farrington

Moeliss appoint senior director of Global Advisory Board

Moelis opened its German office in February 2012 with the appointment of Christopher Riley, a German and British national, as a Managing Director responsible for advising clients in the German speaking region.

Lord Mandelson wins role as the new 'ethical’ banker

Lord Mandelson, the former Labour Cabinet minister, becomes the chairman of an investment bank.

Executive Moves